Real Dumps for Microsoft Dynamics 365 MB-300 Exam

1. A company implements Dynamics 365 for Finance and Operations.

You have a requirement that the component data for address structure in the system be available in Portuguese (Brazil).

You need to provide address and contact information purpose with translation.

What should you do?

2. A company plans to implement the case management feature of Dynamics 365 for Finance and Operations. You need to describe the scenarios in which you should use the case management tool.

Which three scenarios should be used? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

3. Topic 3, Wide World ImportersCase Study



This is a case study. Case studied are not timed separately. You can use at much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your lime to ensure that you are able to complete all questions included on this exam in the time provided.



To answer the Questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described m the case study. Each question is independent of the other questions in this case study.



At the end of this case study, a review screen will appear, this screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.



To start the case study

To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab. note that the information displayed is identical to the information displayed on the subsequent tabs. When you ate ready to answer a question, click the Question button to return to the question.



Background

Wide World Importers (WWI) is an importer and supplier of fair trade, handmade home goods to independent retailers in North America.



One of WWI’s products was recently featured on several major television talk shows and has become very popular. As a result, WWI is expanding their prospective sales operations to new markets as well as engaging current customers in a more direct manner.



Sales representatives

• Sales representatives are highly competent users of this Dynamics 365 Finance implementation.

• They typically operate independently, but due to the recent high sales volume they must work together as a team.

• Sales representatives are not variable to test the new business processes and security roles being introduced.

• Customer and prospect data is currently stored in Excel spreadsheets.



Functional requirements

• A mechanism to facilitate an inter active step-by-step training guide within the Dynamics J65 application must be implemented.

• Tips and hints for data entry in the interactive training guide must also be included because most sales representatives will not be available for training prior to implementation of the new functionality. They need to be able to use the functionality as soon as it is implemented.

• Sales representatives must be able to see all report and form data for specific sales and inventory reports and forms. .

• Many sales representatives have applied individual changes to forms and reports, such as moved, added, and hidden fields. These changes are critical to the sates representatives efficiencies and must remain in place.

• New processes must be standardized and documented according to current standards.

• Several sales representatives run custom queries on SSRS reports. Sales representatives must be able to see the default data as well as their custom queries for those reports.



Power Apps initiative

• A Power Apps app must be created and embedded on the customer form. The form displays other prospects who reside within a certain radius of the current customer. This functionality will be distributed on a per-request basis.

• A Power Apps app must be embedded in a feedback form within the Sales order form m Dynamics 365 Finance. The form must display questions tor a sales representative to ask customers while reviewing their previous sales orders.



Data import and export

• WWI must consolidate and migrate ill their data currently in Excel spreadsheets into the Dynamic! 365 system.

• Sales managers must cleanse their region's prospects and bring them into the Dynamos 365 system by a specified date tor final analysis.

• Sates manager's data sheet templates must include the most recent data from the Dynamos 365 system. The managers must check foe duplicate data.

• The data templates used for data import must be intuitively located within the Dynamics 365 forms where the data primarily resides.

• for any other core data that must be imported, all test imports must be as repeatable and consistent as possible while data validation errors are identified and addressed.



Technical requirements

• The implementation must be done as quickly as possible with no development needed

• A tool for project workstream task management, and work stories must be implemented tor the rapid deployment sprints. issues, and feature backlogs that will result from the implementation.

• The solution must also facilitate automation of regression testing for the One Version business continuity initiatives.

• Basic entity templates must be acceptable for imports.



Issues

• The Dynamics 36S Commerce customer data cannot currently be accessed by a Power Apps data source.

• Several sales representatives have applied individual changes to forms, preventing the new business processes. All representatives should use the same form layouts.

• Sales representatives report errors on a few existing sates reports. You identify that the criteria used to generate the reports is the root cause for the errors.



HOTSPOT

You need to implement a solution for the project task management.

Which tool or tools support the solution? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

4. You need to trigger a Flow when a technical service order request is created.

Which three objects can you use? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

5. CORRECT TEXT

You are a functional consultant for Contoso Entertainment System USA (USMF).

You need to modify the hierarchy for centralized payments to include Contoso Consulting FR (FRSI) for all the payments run for USMF.

To complete this task, sign in to the Dynamics 365 portal.

6. HOTSPOT

A company implements Dynamics 365 for Finance and Operations. You create a new security role to cover the approval of vendor invoices.

You must prevent users who enter vendor invoices from approving the invoices.

You need to ensure that the compliance policy is enforced.

Which options should you use? To answer, select the appropriate option in the answer area. NOTE: Each correct selection is worth one point.

7. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You are configuring a Dynamics 365 for Finance and Operations environment.

You must set up Microsoft Excel data exports.

You need to verify that the solution will result in a successful export of data to Excel.

Solution: Use Workbook Designer to build an editable custom export of customer data that includes only postal code, city, and state.

Does the solution meet the goal?

8. A company implements Dynamics 365 for Finance and Operations.

The company's purchasing agents must be able to create purchase orders for a first-time vendor.

All new vendor requests must be reviewed and approved by the accounts payable manager.

A workflow must send an email to the accounts payable manager and the senior accounts payable clerk notifying both when a vendor application is waiting for approval. The workflow must be configured to account for people changing job roles.

You need to configure the system to meet these requirements.

What should you do?

9. CORRECT TEXT

You are a functional consultant for Contoso Entertainment System USA (USMF).

USMF plans to create reports for executives. The reports will compare the sales from a month this year to the sales from the same month last year.

You need to prepare the date intervals for the planned reports.

To complete this task, sign in to the Dynamics 365 portal.

10. HOTSPOT

A company has complex security requirements. You are asked to set up security access for users.

You need to identify the main attributes for security role, duty, privilege, and permissions.

Which of the following attributes does each of the security components have? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

11. CORRECT TEXT

You are a functional consultant for Contoso Entertainment System USA (USMF).

You plan to import the banking information of a new legal entity to USMF.

You need to identify the format used in the bank account entity by creating an export job. The solution must use a Microsoft Excel data format. To validate your results, save the file in Microsoft Excel format to the DownloadsBank folder.

To complete this task, sign in to the Dynamics 365 portal.

12. A customer maintains a single database that will be used to create a template that includes final configuration data for a Dynamics 365 Supply Chain Management implementation.

The database must contain all data required to enter sales and purchase orders into the system, including the customer and vendor data. You must exclude historical and open order data from the database build.

You need to ensure that the database includes only the relevant data.

Which three types of entity data should you use? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

13. DRAG DROP

You need to design a business process for the account manager’s customer list requirements.

Which three actions you perform in sequence? To answer, move the appropriate actions to the answer area and arrange them in the correct order. NOTE: Each correct selection is worth one point.

14. HOTSPOT

A company implements Dynamics 365 for Finance and Operations and uses Lifecycle Services (LCS). The company uses both standard and customized functionality.

Testers have reported problems using the recent User Acceptance Testing (UAT) round.

You need to resolve these issues before UAT can proceed.

Which tools should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

15. You are a Dynamics 365 for Finance and Operations systems administrator.

An issue has been reported that appears to be a base Dynamics 365 bug. The system was last updated three weeks ago. Searching for the issue by description in Lifecycle Services is not working.

You need to determine other ways to search for similar issues to help narrow down the search before opening a Microsoft ticket.

What are two ways to search for a released hotfix? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

16. You need to configure the import methods for the sales representatives.

What should you do?

17. CORRECT TEXT

A company named Fabrikam, Inc. plans to open an office in the United Kingdom.

You need to create a new legal entity named Fabrikam that uses a company code of FABR.

To complete this task, sign in to the Dynamics 365 portal.

18. You are a Dynamics 365 for Finance and Operations systems administrator.

Microsoft recently released a new feature for public preview that would add significant value to your organization without licensing adjustments.

You need to enable the feature.

Where can you enable the preview feature?

19. DRAG DROP

A company needs test scripts that can be leveraged by the Regression Suite Automated Testing (RSAT) tool. Several users are creating their test cases and sending the files to you to upload.

You need to create these scripts and link them to the RSAT tool.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

20. HOTSPOT

You need to address the client's technical support requirements.

Which solutions should you use? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

21. DRAG DROP

A company uses Dynamics 365 Finance.

Outbound documents do not meet the legal requirements for the regions to which they are sent.

You need to configure the outbound documents to address the compliance need.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

22. CORRECT TEXT

You are a functional consultant for Contoso Entertainment System USA (USMF).

You need to ensure that human resources managers can approve absences for employees.

To complete this task, sign in to the Dynamics 365 portal.

23. DRAG DROP

You are configuring the address books for a company's accounts receivable, accounts payable, and retail operations.

You need to configure the appropriate address books to meet various requirements.

Which address book should you use for each scenario? To answer, drag the appropriate address book objects to the correct scenarios. Each address book object may be used once, more than once, or not at all. You may need to drag the spit bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

24. You need to resolve the form personalization issues.

What should you do?

25. HOTSPOT

You are a consultant and set up Dynamics 365 for Finance and Operations for local and multinational companies.

You need to establish policy rules for purchasing.

What policy frameworks should you implement for each scenario? To answer, the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

26. You set up security roles for the users in a company.

You must use standard security roles when possible.

You need to identify the standard security roles.

Which of the following can you assign to a user as a standard security role?

27. You are a Dynamics 365 for Finance and Operations system administrator for a new implementation.

You have a solution that needs to be tested using User Acceptance Testing (UAT). You have created a Business process modeler (BPM) library.

You need to validate and support the solution.

Which three actions should you perform? Each answer presents part of the solution.

28. You have the following Dynamics 365 Finance instances:





You must copy the configuration data from CompanyA to CompanyB. Solution: Use Copy into legal entity.

Does the solution meet the goal?

29. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

A company’s Dynamics 365 Commerce production instance is updated monthly as new versions of the software are released.

The company needs to identify any potential issues in new releases. They do not have developers to help with this initiative.

You need to implement a way to regression test scenarios.

Solution: Use the SysTest framework to create unit tests for critical business processes.

Does the solution meet the goal?

30. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You are a Dynamics 365 Finance security administrator.

When starting security setups, users report that certain roles are gaining access to sensitive information via a form in the system.

You must investigate which user roles have what visibility level to system objects, and then send a report to the implementation team to address security compliance concerns.

You need to report the information from the system.

Solution: Generate the Role to user assignments report.

Does the solution meet the goal?

31. CORRECT TEXT

You are a functional consultant for Contoso Entertainment System USA (USMF).

You need to create a new number sequence named Fabrikam that will be used to invoice a new customer. The sequence number must support the manual entry of invoice numbers.

To complete this task, sign in to the Dynamics 365 portal.

32. You need to extend the warranty and SLAs to meet the requirements.

What should you do?

33. CORRECT TEXT

You are a functional consultant for Contoso Entertainment System USA (USMF).

You need to create a new number sequence named seq that meets the following requirements:

✑ Begins with the number 1

✑ Uses continuous numbers

✑ Uses a format of seq######

To complete this task, sign in to the Dynamics 365 portal.

34. CORRECT TEXT

A user named Karl recently moved to France and will begin working at Contoso Consulting FR (FRSI).

You need to ensure that the default legal entity for Karl is set to FRSI. The solution must ensure that the default date, time, and number format for Karl is set to French.

To complete this task, sign in to the Dynamics 365 portal.

35. A company implements Dynamics 365 for Finance and Operations and sets up and configures the system to support its reporting requirements using Microsoft Power BI. A user creates a chart in her Power BI instance to display customer order patterns for the top 10 customers daily.

You need to configure the Power BI integration to pin the chart to the user’s workspace in Dynamics 365 for Finance and Operations.

Which three actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

36. You are a Dynamics 365 for Finance and Operations system administrator for a United States-based corporation that is expanding to other regions.

You set up a new legal entity for Brazil.

You need to enable localization for Brazil in the new legal entity.

What should you do?

37. CORRECT TEXT

You are a functional consultant for Contoso Consulting FR (FRSI). FRSI is based in Paris.

You need to modify the dashboard to start in FRSI and to use the following settings:

✑ Country: France

✑ Time zone: Paris

✑ Language: French

To complete this task, sign in to the Dynamics 365 portal.

38. You have the following Dynamics 365 Finance instances:





You must copy the configuration data from CompanyA to CompanyB.

Solution: Use dual-write to copy the configuration data.

Does the solution meet the goal?

39. DRAG DROP

You need to implement commission restrictions.

What should you use to meet each requirement? To answer, drag the appropriate components to the correct requirements. Each component may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

40. You need to ensure that employees can submit and approve their own Dynamics 365 Finance workflow requests.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

41. You are a Dynamics 365 for Finance and Operations system administrator.

A company named Contoso Ltd. is creating a new legal entity that will be similar to an existing legal entity. Team members copy key entities to the new legal entity using the Data management workspace. They indicate that there were already-configured pieces of data unique to the new legal entity before they ran the Copy into legal entity process.

The data import/export framework settings are listed in the table below:





You need to determine what happened to the already-configured pieces of data.

What happened to the data?

42. HOTSPOT

You are a Dynamics 365 Finance system administrator.

Data must be filtered based on given criteria to help users quickly reduce the number of records.

You need to identify the appropriate syntax to solve user requirements.

Which query filter syntax should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

43. You need to detail a business process for streaming the customer editing process for account representatives.

Which two actions should you perform? Each correct answer presents a partial solution. NOTE: Each correct selection is worth one point.

44. Topic 2, Contoso. LtdCase Study



This is a case study. Case studies are not timed separately. You can use as much exam time at you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time prowled.



To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study, Each question is independent of the other questions in this case study.



At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new sectary you cannot return to this section.



To start the case study

To display the first question m this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment and problem statements, if the case study has an All Information tab. note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.



Background

Current environment

Liberty’s Delightful Sinful Bakery & Cafe is a baked goods company headquartered in Denver. Colorado. The company has 200 locations around the United States.

Contoso, Lid purchases a majority stake m Liberty's As part of this acquisition. Contoso, Ltd plans to implement Dynamics 365 Finance, Dynamics 365 Supply Cham Management and Dynamics 365 Retail to support the rapid future growth Streamlined business processes will be implemented to replace manual processes and Microsoft Excel. Contoso, Ltd. already has 10 legal entitles that use all Dynamics 365 modules in a single tenant. Liberty s with exist within the Contoso. Ltd. tenant as its own legal entity and Lifecycle Services (LCS) project. AN environments are cloud based.



General

Contoso. Ltd. uses One Version tor detailed regression test planning. The testing plan is fully automated by using the Regression Suite Automation Tool 1RSAT). There is a standardized set of core business processes in a single Business Process library and functionality-specific business process libraries for the various Contoso. Ltd. businesses.



Environments

The following hilts are used to connect to Contoso, Ltd. s environments: Microsoft SharePoint: httpsyAibertys.sharenoint.com

Dynamics 365: httpsVAibertviAos.cloodaK.dynamics.com Microsoft A2ure Dev Ops https/Libertysvisualstudiocom Microsoft Office 365: https://Libertys-my.sharepoint com. The company uses the following Dynamics 365 version: 10.06/Update 30.



Current delivery







Business Processes/LCS

Liberty s needs lo leverage as many existing Contoso. Ltd.'s business processes as possible to shorten the implementation lifecycle and create similarities between the organizations. There will be one master business process library for Liberty s There are 100 user acceptance testing scripts. Fourth Coffee is one of Contoso. Ltd/s legal entities. Liberty's has a business process library that contains a specific set of functionality. Liberty s would like to use as an existing node In their core business process library.

Sales discounts for high-volume customers must be calculated by using predefined Excel templates. Sales team members must be able to access the template directly from the sales order form.



Data import/Export

Any Excel templates need to be standardized and easily accessible. The integrity of shared templates must be strictly maintained.

After the Implementation, the core Liberty's team needs to be empowered to further identify future value-add opportunities for interacting and manipulating their data as future phase initiatives- Once they understand the data structures and

capabilities, they need to start creating their own templates that meet then specific needs.



Workflow

A workflow to streamline the feedback of the customer experience is critical. Any negative experience needs to be quickly addressed. Any steps to rectify the customer concerns are handled offline at the discretion of regional managers.

As the company grows, customer history of vendor direct delivery performance must be documented to assure stakeholders that the company is monitoring vendor performance. Any actions to rectify the customer concerns must be approved prior to execution.



Go Live/Cutover

• Go live axe. October 1.

• Cutover Sewn days before go live with daily delta imports occurring nightly. This process has been fully vetted and is operating properly.

• Data Packages to migrate: Two.

• Data Imports: Six hours total for all imports.

• Performance testing: Liberty's team system administrator reports that they are not planning to conduct performance testing.



Software updates

The customer cannot take updates during their busy season from November 1 - December 3v Any system downtime requires a notification to the users through the proper application management tool. 100% of user acceptance testing is required

for any system update.

The first official update to the live software will be the third week of October.



Regression testing

There will be no dedicated 'egression testing team after going live. They are dedicated prior to go live and anything that can be done to virtually eliminate the overhead of regression testing will be done prior to go live.



Workspaces

A standard workspace will be assigned to each regional manager.

The workspace will show the following information for stores associated with a regional manager:

• Single detailed view of multiple components of their sales data

• KPIs for regional sales goals

• Drill down capabilities to inquire about the data

• Any direct delivery special orders

• Any negative inventory items

Regional managers may personalize workspaces as needed.



Issues

The current Open m Excel templates option on the All Customers form is missing several fields. It also contains several additional fields. This form must be replaced.

There was an issue with agreeing upon a supplemental organizational hierarchy used for sales reporting at go I've. This hierarchy is exclusively for reporting purposes Customer surveys are conduced by using open-ended emails or in store comment cards from the regional managers at random. This process makes it difficult to consistently analyze satisfaction metrics.

There is a concern that there will be something that pops up stopping the go live. A list must be compiled describing notable risk points.

A regional manager is asked to review a direct delivery sales order to determine whether it was created correctly in a test environment. The regional manager trainer cannot see the sales order in question by using the direct delivery sales order link in the user's workspace. Liberty's Instinct goes live successfully. In preparation for the first update, several business scenarios were reported as failing in the validation testing. You are working with Microsoft support and reviewing potential fixes to address the Issues.



HOTSPOT

You need to identity the risk points that ate present one week poor to go live.

Which risk points should you discuss? To answer, select the appropriate options in the

answer area. NOTE: Each correct selection is worth one point.

45. You are a Dynamics 365 for Finance and Operations implementation team lead.

A series of test plans need to be created and tracked during a company's development phase. Multiple users will be testing multiple aspects as code is released. Issues and remediations to bugs will also need to be tracked.

You need to identify Microsoft solutions that offer these capabilities.

What should you use?

46. HOTSPOT

You need to resolve issues with the default Excel templates.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

47. You are a Dynamics 365 Finance system administrator.

Users report that purchase order numbers are being generated in a non-conWiuous configuration during bulk purchase order creation.

You need to determine how to improve performance.

Solution: Create a new number sequence using the number sequence wizard.

Does the solution meet the goal?

48. A multinational company plans to implement centralized procurement using purchase requisition workflows.

Multiple workflows must be of the same type. Each region must use its own purchase requisition workflow.

You need to implement the workflows.

What should you do?

49. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You are a Dynamics 365 for Finance and Operations security administrator.

When testing security setups, users report that certain roles are gaining access to sensitive information via a form in the system.

You must investigate which user roles have what visibility and access level to system objects, and then send a report to the implementation team to address security compliance concerns.

You need to report the information from the system.

Solution: Generate the Security duty assignments report.

Does the solution meet the goal?

50. DRAG DROP

You are implementing Dynamics 365 Finance.

You use Business process modeler to capture the business process. You integrate Lifecycle Services with Task Recorder, Microsoft Azure DevOps, and Test Runner to perform end-to-end testing of new features.

You need to perform testing.

Which testing tools should you use? To answer, drag the appropriate testing tools to the correct requirements. Each testing tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

51. A company needs to be able to search for given addresses and remove all personally identifiable information about vendors, customers, and employees who might be in their system.

You need to identify a tool to quickly accomplish this.

Which tool should you use?

52. You need to determine the root cause for the regional manager’s issue.

What is the root cause?

53. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You are developing a file-based integration to Dynamics 365 for Finance and Operations.

Microsoft Excel files with 15,000 or more records need to be imported into the system periodically by individual users. The records need to be imported in full within a 5-minute approved window.

You need to determine how to accomplish the import into the system.

Solution: Import the data by using the Data Management Framework's package API.

Does the solution meet the goal?

54. You need to troubleshoot the source of and reason for the errors reported by the sates

representatives.

Which tool should you use?

55. CORRECT TEXT

You are a functional consultant for Contoso Entertainment System USA (USMF).

You need to ensure that a user named Alicia receives an alert notification each time a new release product is added from the product master list. The alert must contain the word Products.

To complete this task, sign in to the Dynamics 365 portal.

56. CORRECT TEXT

You are a functional consultant for Contoso Entertainment System USA (USMF).

You need to prevent a user named Arnie from adding receivable records to the customer payment journal. The solution must use only the default security roles.

To complete this task, sign in to the Dynamics 365 portal.

57. You develop a new purchasing solution for a Dynamics 365 for Finance and Operations environment.

You must provide functional test passes for the purchasing solution.

You need to plan a production environment test flow for the purchasing solution.

What three steps should you verify in the functional passes of the purchasing solution?

58. A company warns to display a warehouse's performance metrics on a Power Bl dashboard on a display In the warehouse. You need to connect the Power Bl instance to the Dynamics 365 Supply Chain Management instance that the warehouse uses.

Which three actions should you perform? Each correct answer presents part of the solution. NOTE Each correct selection is worth one point.

59. You are a Dynamics 365 for Finance and Operations system administrator.

The expense department relies heavily on properly operating workflows. If there is a failure in the workflow, the issue needs to get resolved quickly.

You need to make sure that the system actively tracks the status, so the support team can monitor and take actions against any failures.

What should you do? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

60. DRAG DROP

You need to enable interactive email providers for the different groups in the organization.

Which email providers should you enable? To answer, drag the appropriate email provider IDs to the correct groups. Each email provider ID may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

61. A company implements Dynamics 365 Finance.

The implementation team must build acceptance testing scripts to make sure that common business use

cases can be performed in the new system. They must use cases by stepping through required tasks, organized by functional hierarchy.

You need to create User Acceptance Testing (UAT) tests in Lifecycle Services (LCS) that can be easily

repeatable.

What should you use?

62. CORRECT TEXT

You are a functional consultant for Contoso Entertainment System USA (USMF).

You need to create an email template for the users in the sales department and marketing department. The template must meet the following requirements:

✑ Be named Statement email

✑ Have a subject of Product information

✑ Include the name of the email recipient in the body of the message

The solution must ensure that the template can be used by the users in the sales and marketing departments as quickly as possible.

To complete this task, sign in to the Dynamics 365 portal.

63. You are responsible for regulatory compliance for a Dynamics 365 for Finance and Operations environment.

You need to be able to search for the regulatory features of Dynamics 365 for Finance and Operations.

What should you use?

64. HOTSPOT

You are a system administrator of an Azure-based Dynamics 365 for Finance and Operations instance.

Your company is using a single master configuration environment to refresh a test environment during implementation. You need to perform refreshes several times and make sure they are done successfully.

You need to automate the data migration and leverage the data task automation tool.

Which objects should you use for each scenario? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

65. HOTSPOT

You want to enhance usability m the Dynamics 365 finance deployment for an organization You need to set up filters to help people find records that are used regularly.

Which filter expressions should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

66. HOTSPOT

You need to configure integration with Excel.

How should you complete the configuration? To answer, select the appropriate options in the answer area. NOT: Each correct selection is worth one point.

67. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You are configuring a Dynamics 365 for Finance and Operations environment.

You must set up Microsoft Excel data exports.

You need to verify that the solution will result in a successful export of data to Excel.

Solution: Use OAuth authentication.

Does the solution meet the goal?

68. HOTSPOT

You need to implement new processes by using mobile apps.

Which mobile app should you use for each requirement? To answer, select the appropriate configuration in the answer area. NOTE: Each correct selection is worth one point.

69. You need to connect the Excel instance to the Relecloud production instance.

What should you do?

70. A company implements Dynamics 365 Finance.

You need to schedule a recurring general journal import.

What should you use?

71. Topic 4, Adventure Works Cycle



This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.



To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.



At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.



To start the case study

To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.



Background

Current environment

Adventure Works Cycles is a high-end bicycle manufacturer in North America founded in 2010. The company has standard bicycles available year round in addition to limited-edition bicycle models released domestically several times per year to boutique retailers.



The limited-edition bicycles are the most successful. They have high margins, are in high demand, and have a fervent following with the younger bicycle community that wants to make a social statement. Most consumers become aware of the other Adventure Works Cycles bicycles through these limited editions.



Adventure Works Cycles wants to triple its manufacturing capabilities and expand to countries/regions in South America, Western Europe, and United Arab Emirates (UAE) over the next few years.



General

To facilitate these expansions, Adventure Works Cycles has decided to invest in Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and the Power Platform products to digitally innovate from a custom-built enterprise resource plan (ERP), and Microsoft Excel worksheets.

✑ Adventure Works Cycles sells only to North America and Canada but still cannot keep up with current demand. Over time, market expansion will be the only way to remain profitable.

✑ Expansion has been limited in the past due to legal requirements and regulations around document formatting and the lack of a developer.

✑ Adventure Work Cycles has no capabilities or budget to undertake any development past the Excel formula-level tasks.

✑ There are no formal change management procedures.



Sales

There are three distinct sales teams:

✑ An internal sales team (B2B)

- Sells to retailers.

- Submits orders via EDI, email, or call-in.

✑ A street sales team (B2C)

- Sells directly to high profile or social media influencer consumers.

- Provides customers with discounts or has marketing arrangements in exchange for driving sales to retailer-direct sales channels

- Submits orders by using email or call-in because pricing and terms must be negotiated.

✑ An Adventure Works Cycles administrative sales team

- Has same responsibilities and activities as the internal sales team.

- Coordinates the management activities of the B2B and B2C teams.



Products

✑ Before new bike models are unveiled through social media, it can be difficult for the street team representatives to show customers and retailers the new products with the most up-to-date information because the product is still being manufactured.

✑ Often the data and images for the products are out of date.

✑ The internal sales team uses the Dynamics 365 Supply Chain Management product from to show this information to customers.

✑ For questions about bike-specific warranties and service level agreements, consumers can contact Adventure Works Cycles directly through the active Adventure Works Cycles social media pages. The company expansion will put a strain on the manual interactions of answering questions.

✑ Information and attributes change often.



International compliance

Sales are currently restricted to the US only.



Requirements

General

No coding is in scope for the project.

✑ Change management operations need to be implemented.

✑ A One Version strategy needs to be implemented.

✑ The most critical business processes must never break when the software updates to the newest version.

✑ No third-party testing tools will be used. Adventure Works Cycles wants to use everything in the Microsoft stack if there is an option available.

✑ Because the company is at capacity with the overwhelming demand, the testing process must be done without users running through the processes every time the software updates.

✑ With the different bike configurations, Adventure Works Cycles would like to use a single business process but test against 10 different data configurations to streamline errors against data variations in the manufacturing process.



Data administrator

✑ A single person, the Adventure Works Cycle data administrator, will be tasked with owning all reporting and data tasks.

✑ This one person will need to intimately know all entities and fields, in addition to any changes in the new versions of the software.

✑ Adventure Work Cycles users will inquire with the data administrator about certain data they need to view. The data administrator needs to quickly search data entities by field names and advise users on how to extract data into their own Excel templates for ad hoc reporting and data management tasks.



Data migration

✑ The data cleansing and loading into Dynamics 365 will be done by the Adventure Works Cycles data administrator.

✑ With the many changes for the products and data, imports for the data loads must be repeatable and consistent.

✑ The different data loading components will all be done at one time.

✑ After the import order and cadence is done correctly in a test environment, that same process must be reliably replicable for the golden configuration, in addition to any environment refreshes going forward.

✑ Any errors on the data loading must identify the issue for the person to address and fix for future loads.



Sales

✑ The sales street team must be able to view and edit (only product descriptions) near real-time information form the Dynamics 365 system about products on their personal mobile phones.

✑ No street team representatives will have access to the Dynamics 365 Supply Chain Management application, but they must be able to enter orders and update customer information into the system without Adventure Works Cycles assistance.

✑ The Adventure Works Cycles internal sales support team must be able to see all street team sales orders entered to provide support, but the internal team should not see any information around the commissions configured on the orders.

✑ The sales support team must be able to see all orders and fields for the different sales teams. No other security differences from a Dynamics perspective are needed.



Products

✑ Warranty and Service Level Agreements stored in Dynamics 365 for the different products must not be exposed directly to sales representatives.

✑ The representatives must be able to pose questions from customers and retailers and get answers back almost immediately.

✑ Any opportunity to extend this type of product inquiry and support mechanism to customers and retailers must be evaluated.

✑ The data for all of the product information must be easily extractable back into Excel.

International compliance

✑ Payments and invoices inbound and outbound must be converted or translated to the correct localized format

✑ Regardless of regulatory compliance, the customer-facing business documents must have a unique template for each country that can be designed within Microsoft Office applications. These documents must be embedded in Dynamics 365 forms for data export and configurable by non-developers.



You need to load the data for the environment refresh activities.

Which location should you use?

72. DRAG DROP

A company is implementing Dynamics 365 Finance and preparing for go-live.

You need to thoroughly test the system.

Which tools should you use? To answer, drag the appropriate tools to the correct scenarios. Each tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.